Our Team

James (Jamie) Twining is the CEO and founder of Financial Plan, Inc., and a CERTIFIED FINANCIAL PLANNER (TM) Practitioner who works with an exclusive high net worth client base. Jamie has a niche advising BP Cherry Point refinery employees.

A graduate of the University of Southern California and a devoted husband, father, and grandfather, Jamie enjoys spending time with his family, leading the choir at Sacred Heart Church and outdoor sports including mountain biking and anything in the water that begins with an “s”: swimming, surfing, sailing, scuba diving, and stand-up paddle boarding.

On a warm summer’s evening, you can’t reach him on his cell phone. If you have an emergency, you will have to grab a paddleboard and paddle to the middle of the lake to find him.